Accountable professionals that will focus on creating long-term wealth based entirely on your unique circumstances. This is Independent Wealth Managers.

You will find our highly personalised approach ensures that we gain an in depth understanding of your financial objectives, a necessity to navigate you in what has become a complex, ever-changing economic landscape.

Your objectives, risk appetite and financial situation are key factors that we consider in ensuring our professional and bespoke service that meets the requirements of your financial profile.

Our heritage dates back to 2003, when we were established in Durban, KwaZulu Natal. Expanding ourselves and our business purpose, today we advise an affluent base of clientele residing and conducting business throughout South Africa and abroad.

Our team has been hand picked for their industry experience, professionalism and commitment to service-excellence. All our planners are experts in financial planning, are members of the Financial Planning Institute of Southern Africa (FPI) and are CFP® professionals.

With the end of the 2019 tax year fast approaching, it is important to ensure you are making full use of the allowable contributions to both Retirement Funds and Tax Free Savings accounts prior to the end of February 2019.

The primary reason that countries engage in protection is to promote the economic strength of the home country, including employment, often at points when the global economy is weak, or when there is rising competition from foreign participants. Through stronger local industry a country becomes less reliant on imports from foreign nations, providing a stronger base from which to direct its own growth policies.

Having a Will is arguably one of the most important things you can do for yourself and your family. Not only can a Will legally protect your family and assets, it also gives you the comfort of knowing that the rewards of your life’s work will be distributed and managed according to your wishes, once you have passed on.